Principal Financial Group
614 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 228 reducing their positions, and 47 closing their positions.
121% more call options, than puts
Call options by funds: $18M | Put options by funds: $8.14M
15% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 47
1% more funds holding
Funds holding: 610 → 614 (+4)
0.8% less ownership
Funds ownership: 72.71% → 71.92% (-0.8%)
2% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 228
2% less capital invested
Capital invested by funds: $11.7B → $11.4B (-$264M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
PFG Hedge Fund Activity: Q3 2019 in Review
614 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2019, worth a combined $11.4B — down 2.3% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new PFG positions and 47 closed out — a net gain of 7 holders — while 223 added to existing stakes and 228 trimmed.
The largest buyer was Vanguard Group, adding an estimated $30.3M. The largest seller was Capital Research Global Investors, cutting an estimated $84.1M.
- 614 institutional investors held Principal Financial Group (PFG) as of Q3 2019, up from 610 in Q2 2019.
- Funds reported $11.4B of Principal Financial Group stock for Q3 2019, down 2.3% quarter-over-quarter.
- 54 funds opened new Principal Financial Group positions in Q3 2019 and 47 closed out, a net change of +7 holders.
- The largest Principal Financial Group buyer in Q3 2019 was Vanguard Group, an estimated $30.3M added.
- The largest Principal Financial Group seller in Q3 2019 was Capital Research Global Investors, an estimated $84.1M sold.
Based on aggregated 13F filings for Q3 2019.